Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26B
AUM Growth
+$2.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,430
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$23.4M
3
+$22.9M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$22.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21.9M

Top Sells

1
+$23.6M
2
+$22.8M
3
+$21.2M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$18.6M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$17.4M

Sector Composition

1 Technology 10.99%
2 Financials 5.01%
3 Consumer Discretionary 4.04%
4 Healthcare 3.7%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$124M 0.48%
2,145,038
+163,017
27
$122M 0.47%
1,053,829
+11,370
28
$122M 0.47%
606,649
+3,999
29
$114M 0.44%
1,491,158
-3,498
30
$111M 0.43%
1,128,732
-164,109
31
$108M 0.42%
618,866
+31,136
32
$106M 0.41%
265,928
+15,240
33
$105M 0.41%
1,876,091
+174,179
34
$105M 0.41%
3,240,173
+379,201
35
$105M 0.4%
376,333
+6,026
36
$104M 0.4%
1,240,289
-222,935
37
$102M 0.39%
627,247
-7,726
38
$100M 0.39%
591,111
+65,292
39
$97.5M 0.38%
1,061,823
+17,556
40
$94.3M 0.36%
536,369
-16,024
41
$93.3M 0.36%
770,990
-19,882
42
$92.1M 0.35%
1,074,971
-106,972
43
$91.6M 0.35%
445,047
-68,648
44
$88.6M 0.34%
1,803,155
+433,265
45
$88.3M 0.34%
537,346
-472
46
$87.9M 0.34%
119,999
+9,868
47
$87.3M 0.34%
479,210
-8,532
48
$86.4M 0.33%
225,317
+11,518
49
$85.7M 0.33%
374,736
-1,524
50
$83M 0.32%
1,118,535
+125,834
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